Profit Sharing · DOL Form 5500 · 2024
Firsthealth of the Carolinas, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 5,933
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $20,423
- Avg per participant Low balance/head
Official DOL plan name: Firsthealth of the Carolinas, Inc. Retirement Growth Plan · Sponsored by Firsthealth of the Carolinas, Inc. · North Carolina · Healthcare & Social Assistance
$121M in assets, 5,933 participants
Firsthealth of the Carolinas, Inc.'s Firsthealth of the Carolinas, Inc. Retirement Growth Plan reported $121M in total assets and 5,933 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #15,698 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Firsthealth of the Carolinas, Inc. Retirement Growth Plan covers 5,933 participants in North Carolina, 7.2x the typical North Carolina plan (state average ~819 per filing). Assets: $121M.
- #15,698
- in Healthcare & Social Assistance (16,916 peers)
- +11.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Firsthealth of the Carolinas, Inc. Retirement Growth Plan's outsized position by total assets
Firsthealth of the Carolinas, Inc. Retirement Growth Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$121,170,094 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Firsthealth of the Carolinas, Inc. Retirement Growth Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Firsthealth of the Carolinas, Inc. Retirement Growth Plan lands in the large band (5,933 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan end-of-year assets rose from $108M in the plan year 2023 filing to $121M in the plan year 2024 filing.
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan reported participants rose from 5,519 in the plan year 2023 filing to 5,933 in the plan year 2024 filing.
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan reported net income fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 561936354 · Firsthealth of the Carolinas, Inc. PY 2024 · Profit Sharing
Firsthealth of the Carolinas, Inc. Retirement Growth Plan · $121M · 5,933 · 92nd
- 5500 $121M
- ASSETS 5,933
- PCT 92nd
- EIN Profit Sharing
- RANK near Central National Gottesman Inc Profit Sharing Plan
- PHOTO ind #15698
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Firsthealth of the Carolinas, Inc. Retirement Growth Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $13M |
| Employer EIN | 561936354 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Firsthealth of the Carolinas, Inc.)
Sponsor-wide plan assets over time
All Firsthealth of the Carolinas, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $572M 34.86003295168065% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 10,478 | $424M |
| 2023 | 3 | 11,077 | $497M |
| 2024 | 2 | 11,866 | $572M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
- Wayne Unc 401(a) Plan $47M · 1,447
Scale composition for Firsthealth of the Carolinas, Inc. Retirement Growth Plan
Firsthealth of the Carolinas, Inc. Retirement Growth Plan reports $121M in end-of-year assets across 5,933 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $20,423 per participant (15% of the national average assets-per-participant) . Net income for plan year 2024 was $13M.
This plan identity (EIN 561936354, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $95M to $121M (+27.8%) while covered participants moved from 5,217 to 5,933 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,217 | $95M | Open filing |
| 2023 | 5,519 | $108M | Open filing |
| 2024 · index core | 5,933 | $121M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Firsthealth of the Carolinas, Inc. Matching Savings Plan (Other, $451M, 5,933 participants)
Firsthealth of the Carolinas, Inc. Retirement Growth Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Central National Gottesman Inc Profit Sharing Plan in NY ($121M); by covered participants it is Nnpp Contractor Capital Accumulation Plan in PA (5,971 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Central National Gottesman Inc Profit Sharing Plan (NY) $121M · 318
- The Cold Spring Harbor Laboratory Section 401(a) Retirement Plan (NY) $122M · 603
- Tuality Healthcare Performance Retirement Plan - 403(b) (OR) $120M · 1,263
- Freeman Retirement Plan (MO) $120M · 4,526
Similar participant headcount
Nearest other-state filings by covered participants (5,933 participants); asset peers above are excluded.
- Nnpp Contractor Capital Accumulation Plan (PA) 5,971 · 38 off
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) 5,999 · 66 off
- Pipe Trades Services Mn Pension Supplement Fund (MN) 6,017 · 84 off
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO (NY) 5,817 · 116 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.